COLEMAN TALLEY LLP has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: COLEMAN TALLEY LLP 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13 |
| Total of all active and inactive participants | 2022-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 61 |
| Number of participants with account balances | 2022-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: COLEMAN TALLEY LLP 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 62 |
| Number of participants with account balances | 2021-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
| 2020: COLEMAN TALLEY LLP 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 61 |
| Number of participants with account balances | 2020-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: COLEMAN TALLEY LLP 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 57 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 59 |
| Number of participants with account balances | 2019-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
| 2018: COLEMAN TALLEY LLP 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 58 |
| Number of participants with account balances | 2018-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: COLEMAN TALLEY LLP 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 49 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 52 |
| Number of participants with account balances | 2017-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: COLEMAN TALLEY LLP 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 51 |
| Number of participants with account balances | 2016-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: COLEMAN TALLEY LLP 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 48 |
| Number of participants with account balances | 2015-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: COLEMAN TALLEY LLP 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 42 |
| Number of participants with account balances | 2014-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: COLEMAN TALLEY LLP 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 40 |
| Number of participants with account balances | 2013-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: COLEMAN TALLEY LLP 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 40 |
| Number of participants with account balances | 2012-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: COLEMAN TALLEY LLP 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 44 |
| Number of participants with account balances | 2011-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: COLEMAN TALLEY LLP 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 44 |
| Number of participants with account balances | 2010-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: COLEMAN TALLEY LLP 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 38 |
| Number of participants with account balances | 2009-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : COLEMAN TALLEY LLP 401K PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-1,955,793 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $272,287 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $194,672 |
| Total plan assets at end of year | 2022-12-31 | $19,015,299 |
| Total plan assets at beginning of year | 2022-12-31 | $21,243,379 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $328,241 |
| Other income received | 2022-12-31 | $-3,165,940 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,228,080 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $19,015,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,243,379 |
| Assets. Value of participant loans | 2022-12-31 | $117,591 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $881,906 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $77,615 |
| 2021 : COLEMAN TALLEY LLP 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $4,016,406 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,362,393 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,284,072 |
| Total plan assets at end of year | 2021-12-31 | $21,243,379 |
| Total plan assets at beginning of year | 2021-12-31 | $18,589,366 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $302,750 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $30,786 |
| Other income received | 2021-12-31 | $2,891,369 |
| Net income (gross income less expenses) | 2021-12-31 | $2,654,013 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,243,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,589,366 |
| Assets. Value of participant loans | 2021-12-31 | $150,743 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $791,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $78,321 |
| 2020 : COLEMAN TALLEY LLP 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,843,062 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,380,594 |
| Total plan assets at end of year | 2020-12-31 | $18,589,366 |
| Total plan assets at beginning of year | 2020-12-31 | $17,126,898 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $308,455 |
| Other income received | 2020-12-31 | $1,812,135 |
| Net income (gross income less expenses) | 2020-12-31 | $1,462,468 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $18,589,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,126,898 |
| Assets. Value of participant loans | 2020-12-31 | $177,857 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $11,405 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $722,472 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $1,307,266 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $73,328 |
| 2019 : COLEMAN TALLEY LLP 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,478,599 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,667,970 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,601,411 |
| Total plan assets at end of year | 2019-12-31 | $17,126,898 |
| Total plan assets at beginning of year | 2019-12-31 | $15,316,269 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $252,795 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $19,238 |
| Other income received | 2019-12-31 | $2,564,405 |
| Net income (gross income less expenses) | 2019-12-31 | $1,810,629 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $17,126,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,316,269 |
| Assets. Value of participant loans | 2019-12-31 | $156,318 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $11,405 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $642,161 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $66,559 |
| 2018 : COLEMAN TALLEY LLP 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $43,997 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $937,580 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $856,013 |
| Total plan assets at end of year | 2018-12-31 | $15,316,269 |
| Total plan assets at beginning of year | 2018-12-31 | $16,209,852 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $343,087 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $47,640 |
| Other income received | 2018-12-31 | $-1,025,316 |
| Net income (gross income less expenses) | 2018-12-31 | $-893,583 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,316,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,209,852 |
| Assets. Value of participant loans | 2018-12-31 | $86,929 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $17,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $678,586 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $81,567 |
| 2017 : COLEMAN TALLEY LLP 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,066,953 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,689,974 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,615,120 |
| Total plan assets at end of year | 2017-12-31 | $16,209,852 |
| Total plan assets at beginning of year | 2017-12-31 | $14,832,873 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $738,585 |
| Other income received | 2017-12-31 | $1,997,432 |
| Net income (gross income less expenses) | 2017-12-31 | $1,376,979 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,209,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,832,873 |
| Assets. Value of participant loans | 2017-12-31 | $88,905 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $17,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $330,936 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $74,854 |
| 2016 : COLEMAN TALLEY LLP 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,258,791 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $239,177 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $199,848 |
| Total plan assets at end of year | 2016-12-31 | $14,832,873 |
| Total plan assets at beginning of year | 2016-12-31 | $12,813,259 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $373,815 |
| Other income received | 2016-12-31 | $1,207,874 |
| Net income (gross income less expenses) | 2016-12-31 | $2,019,614 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,832,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,813,259 |
| Assets. Value of participant loans | 2016-12-31 | $74,076 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $18,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $677,102 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $39,329 |
| 2015 : COLEMAN TALLEY LLP 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $723,648 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $312,878 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $266,886 |
| Total plan assets at end of year | 2015-12-31 | $12,813,259 |
| Total plan assets at beginning of year | 2015-12-31 | $12,402,489 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $344,118 |
| Other income received | 2015-12-31 | $-268,634 |
| Net income (gross income less expenses) | 2015-12-31 | $410,770 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,813,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,402,489 |
| Assets. Value of participant loans | 2015-12-31 | $84,431 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $18,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $648,164 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $45,992 |
| 2014 : COLEMAN TALLEY LLP 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,516,802 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,016,265 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $968,366 |
| Total plan assets at end of year | 2014-12-31 | $12,402,489 |
| Total plan assets at beginning of year | 2014-12-31 | $11,901,952 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $292,110 |
| Other income received | 2014-12-31 | $613,586 |
| Net income (gross income less expenses) | 2014-12-31 | $500,537 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,402,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,901,952 |
| Assets. Value of participant loans | 2014-12-31 | $144,608 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $20,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $611,106 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $47,899 |
| 2013 : COLEMAN TALLEY LLP 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,540,968 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $156,800 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $105,642 |
| Total plan assets at end of year | 2013-12-31 | $11,901,952 |
| Total plan assets at beginning of year | 2013-12-31 | $9,517,784 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $250,899 |
| Other income received | 2013-12-31 | $1,724,913 |
| Net income (gross income less expenses) | 2013-12-31 | $2,384,168 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,901,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,517,784 |
| Assets. Value of participant loans | 2013-12-31 | $229,302 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $24,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $565,156 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $51,158 |
| 2012 : COLEMAN TALLEY LLP 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,602,886 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $251,194 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $210,293 |
| Total plan assets at end of year | 2012-12-31 | $9,517,784 |
| Total plan assets at beginning of year | 2012-12-31 | $8,166,092 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $238,668 |
| Other income received | 2012-12-31 | $818,863 |
| Net income (gross income less expenses) | 2012-12-31 | $1,351,692 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,517,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,166,092 |
| Assets. Value of participant loans | 2012-12-31 | $246,956 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $24,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $545,355 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $40,901 |
| 2011 : COLEMAN TALLEY LLP 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $507,872 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $39,458 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,915 |
| Total plan assets at end of year | 2011-12-31 | $8,166,092 |
| Total plan assets at beginning of year | 2011-12-31 | $7,697,678 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $134,499 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $7,454 |
| Other income received | 2011-12-31 | $-139,990 |
| Net income (gross income less expenses) | 2011-12-31 | $468,414 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,166,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,697,678 |
| Assets. Value of participant loans | 2011-12-31 | $143,943 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $24,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $505,909 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $34,543 |
| 2010 : COLEMAN TALLEY LLP 401K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,233,484 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $73,731 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $46,488 |
| Total plan assets at end of year | 2010-12-31 | $7,697,678 |
| Total plan assets at beginning of year | 2010-12-31 | $6,537,925 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $148,358 |
| Other income received | 2010-12-31 | $612,394 |
| Net income (gross income less expenses) | 2010-12-31 | $1,159,753 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,697,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,537,925 |
| Assets. Value of participant loans | 2010-12-31 | $103,765 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $24,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $472,732 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $27,243 |
| 2022: COLEMAN TALLEY LLP 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COLEMAN TALLEY LLP 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COLEMAN TALLEY LLP 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: COLEMAN TALLEY LLP 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COLEMAN TALLEY LLP 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COLEMAN TALLEY LLP 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: COLEMAN TALLEY LLP 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: COLEMAN TALLEY LLP 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: COLEMAN TALLEY LLP 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: COLEMAN TALLEY LLP 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: COLEMAN TALLEY LLP 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COLEMAN TALLEY LLP 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: COLEMAN TALLEY LLP 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COLEMAN TALLEY LLP 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P8113192 |
| Policy instance | 1 |
| Insurance contract or identification number | P8113192 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P8113192 |
| Policy instance | 1 |
| Insurance contract or identification number | P8113192 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | 38229417 |
| Policy instance | 2 |
| Insurance contract or identification number | 38229417 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P8113192 |
| Policy instance | 1 |
| Insurance contract or identification number | P8113192 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P48989 |
| Policy instance | 1 |
| Insurance contract or identification number | P48989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K30411 |
| Policy instance | 2 |
| Insurance contract or identification number | K30411 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P48989 |
| Policy instance | 1 |
| Insurance contract or identification number | P48989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K30411 |
| Policy instance | 2 |
| Insurance contract or identification number | K30411 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K30411 000 |
| Policy instance | 2 |
| Insurance contract or identification number | K30411 000 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | MORRIS P. WEBB, JR., CLU |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P48989 |
| Policy instance | 1 |
| Insurance contract or identification number | P48989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WEBB CLU CHFC MORRIS P |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P48989 |
| Policy instance | 1 |
| Insurance contract or identification number | P48989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | WEBB CLU CHFC MORRIS P |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K30411 000 |
| Policy instance | 2 |
| Insurance contract or identification number | K30411 000 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | MORRIS P. WEBB, JR., CLU |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P48989 |
| Policy instance | 1 |
| Insurance contract or identification number | P48989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K30411 000 |
| Policy instance | 2 |
| Insurance contract or identification number | K30411 000 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | K30411 000 |
| Policy instance | 2 |
| Insurance contract or identification number | K30411 000 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | MORRIS P. WEBB, JR., CLU |
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| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | P48989 |
| Policy instance | 1 |
| Insurance contract or identification number | P48989 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $88 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $88 | | Insurance broker organization code? | 3 | | Insurance broker name | WEBB CLU CHFC MORRIS P |
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